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The Analysis of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Holdings & P&L

Currently, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds 669 types of securities in its portfolio with a total value $5.6B. In the most recent quarter, they have increased their positions in VUG (+4.6M shares, valued at $393.2M), MAGS (+2.8M shares, valued at $180.1M), APH (+482.3K shares, valued at $85.0M); decreased their positions in MCK (-98.8K shares, valued at $74.7M), XLV (-368.4K shares, valued at $58.5M), N/A (-887.5K shares, valued at $40.2M); initiated new positions in MAGS (+2.8M shares, valued at $180.1M), APH (+482.3K shares, valued at $85.0M), N/A (+184.4K shares, valued at $15.0M).

1M P&L

-66.9M-1.37%

3M P&L

+31.1M+0.65%

HY P&L

-1.6B-24.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A3.6B

75.0%

2Internet Content & Information123.1M

2.5%

3Internet Retail110.8M

2.3%

Top Industries by Stock Count

1N/A414 stocks

68.3%

2Aerospace & Defense8 stocks

1.3%

3Banks - Regional8 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS5.6M shares461.29%2026-06-302026-07-14

GSLC GOLDMAN SACHS ETF TR2.9M shares-5.64%2026-06-302026-07-14

IGM ISHARES TR2.1M shares13.14%2026-06-302026-07-14

TOTL SSGA ACTIVE ETF TR6.0M shares5.87%2026-06-302026-07-14

FNDX SCHWAB STRATEGIC TR7.5M shares-11.30%2026-06-302026-07-14

WORLD GOLD TR WORLD GOLD TR2.5M shares7.54%2026-06-302026-07-14

MAGS LISTED FDS TR2.8M sharesnew addition2026-06-302026-07-14

AVES AMERICAN CENTY ETF TR2.6M shares0.74%2026-06-302026-07-14

Sponsored

EFV ISHARES TR2.2M shares0.33%2026-06-302026-07-14

GOOGL ALPHABET INC320.9K shares-6.05%2026-06-302026-07-14

AMZN AMAZON COM INC463.2K shares-4.95%2026-06-302026-07-14

AAPL APPLE INC367.2K shares4.28%2026-06-302026-07-14

BROADCOM INC BROADCOM INC279.9K shares25.47%2026-06-302026-07-14

CGGR CAPITAL GROUP GROWTH ETF2.2M shares-10.54%2026-06-302026-07-14

XLF SELECT SECTOR SPDR TR1.9M shares3.77%2026-06-302026-07-14

GMOI GMO ETF TRUST2.7M shares0.55%2026-06-302026-07-14

Sponsored

MSFT MICROSOFT CORP239.5K shares-0.38%2026-06-302026-07-14

APH AMPHENOL CORP482.3K sharesnew addition2026-06-302026-07-14

XLC SELECT SECTOR SPDR TR777.2K shares97.70%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC135.5K shares5.92%2026-06-302026-07-14

C CITIGROUP INC505.6K shares20.42%2026-06-302026-07-14

LLY ELI LILLY & CO57.6K shares0.53%2026-06-302026-07-14

ANET ARISTA NETWORKS INC404.3K shares23.89%2026-06-302026-07-14

ODFL OLD DOMINION FREIGHT LINE IN272.4K shares3.15%2026-06-302026-07-14

Sponsored

VTV VANGUARD INDEX FDS268.0K shares-18.03%2026-06-302026-07-14

VST VISTRA CORP330.3K shares9.90%2026-06-302026-07-14

HOOD ROBINHOOD MKTS INC487.4K shares24.05%2026-06-302026-07-14

WMT WALMART INC397.7K shares-17.86%2026-06-302026-07-14

MASTERCARD INCORPORATED MASTERCARD INCORPORATED84.7K shares-41.06%2026-06-302026-07-14

XCCC BONDBLOXX ETF TRUST1.1M shares4.93%2026-06-302026-07-14

CDX SIMPLIFY EXCHANGE TRADED FUN1.9M shares6.43%2026-06-302026-07-14

SPEM SPDR INDEX SHS FDS788.1K shares1.80%2026-06-302026-07-14

Sponsored

APPLIED MATLS INC APPLIED MATLS INC54.8K shares2.63%2026-06-302026-07-14

APPLOVIN CORP APPLOVIN CORP76.4K shares3695.28%2026-06-302026-07-14

IDEV ISHARES TR374.3K shares-23.45%2026-06-302026-07-14

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F520.0K shares-8.43%2026-06-302026-07-14

SPDW SPDR INDEX SHS FDS527.7K shares0.24%2026-06-302026-07-14

CWI SPDR INDEX SHS FDS642.1K shares-0.30%2026-06-302026-07-14

VRT VERTIV HOLDINGS CO73.1K shares-2.97%2026-06-302026-07-14

ISHARES TR ISHARES TR32.1K shares13.73%2026-06-302026-07-14

Sponsored

DEM WISDOMTREE TR402.7K shares-3.83%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS293.2K shares-0.56%2026-06-302026-07-14

QUANTA SVCS INC QUANTA SVCS INC28.7K shares-18.00%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T27.5K shares-18.82%2026-06-302026-07-14

VYMI VANGUARD WHITEHALL FDS189.3K shares-22.49%2026-06-302026-07-14

QQQ INVESCO QQQ TR23.2K shares-16.13%2026-06-302026-07-14

BLK BLACKROCK INC17.6K shares-0.57%2026-06-302026-07-14

NVDA NVIDIA CORPORATION84.5K shares-6.61%2026-06-302026-07-14

Sponsored

ATI INC ATI INC83.3K shares-16.70%2026-06-302026-07-14

WELL WELLTOWER INC66.7K shares7.34%2026-06-302026-07-14

AFFIRM HLDGS INC AFFIRM HLDGS INC184.4K sharesnew addition2026-06-302026-07-14

IVW ISHARES TR104.5K shares5.27%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F239.6K shares-3.21%2026-06-302026-07-14

QQQM INVESCO EXCH TRADED FD TR II46.4K shares-9.54%2026-06-302026-07-14

RKLB ROCKET LAB CORP132.0K shares23.78%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS34.7K shares-7.95%2026-06-302026-07-14

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC16.6K shares-4.47%2026-06-302026-07-14

ITOT ISHARES TR74.5K shares-1.18%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS51.2K shares-20.31%2026-06-302026-07-14

SCHD SCHWAB STRATEGIC TR375.5K shares-7.93%2026-06-302026-07-14

SCHZ SCHWAB STRATEGIC TR472.0K shares13.71%2026-06-302026-07-14

JMUB J P MORGAN EXCHANGE TRADED F204.0K shares8.42%2026-06-302026-07-14

RGLD ROYAL GOLD INC50.8K shares-20.63%2026-06-302026-07-14

IXN ISHARES TR69.2K shares-3.11%2026-06-302026-07-14

Sponsored

TDY TELEDYNE TECHNOLOGIES INC14.5K shares4.31%2026-06-302026-07-14

LNG CHENIERE ENERGY INC38.7K shares12.27%2026-06-302026-07-14

DFCF DIMENSIONAL ETF TRUST217.1K shares31.45%2026-06-302026-07-14

GOOG ALPHABET INC24.0K shares-16.47%2026-06-302026-07-14

SPAB SPDR SERIES TRUST326.3K shares0.32%2026-06-302026-07-14

HAS HASBRO INC100.1K shares16.23%2026-06-302026-07-14

VGT VANGUARD WORLD FD67.2K shares531.33%2026-06-302026-07-14

KO COCA COLA CO97.2K shares-33.11%2026-06-302026-07-14

Sponsored

IOO ISHARES TR55.0K shares1.53%2026-06-302026-07-14

VOO VANGUARD INDEX FDS10.6K shares6.55%2026-06-302026-07-14

CGDV CAPITAL GROUP DIVIDEND VALUE147.0K shares-42.56%2026-06-302026-07-14

SCHX SCHWAB STRATEGIC TR244.4K shares1.67%2026-06-302026-07-14

ROIV ROIVANT SCIENCES LTD197.4K sharesnew addition2026-06-302026-07-14

DFSD DIMENSIONAL ETF TRUST144.7K shares16.02%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL13.7K shares-26.27%2026-06-302026-07-14

DFIC DIMENSIONAL ETF TRUST184.5K shares-0.17%2026-06-302026-07-14

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO20.9K shares-15.14%2026-06-302026-07-14

AVDV AMERICAN CENTY ETF TR62.3K shares4.90%2026-06-302026-07-14

APTIV PLC APTIV PLC104.1K shares16.04%2026-06-302026-07-14

VB VANGUARD INDEX FDS21.0K shares-8.18%2026-06-302026-07-14

USHY ISHARES TR169.3K shares20.65%2026-06-302026-07-14

IEMG ISHARES INC75.1K shares-6.02%2026-06-302026-07-14

VBR VANGUARD INDEX FDS25.4K shares-14.59%2026-06-302026-07-14

IJR ISHARES TR41.6K shares-0.56%2026-06-302026-07-14

Sponsored

SYY SYSCO CORP73.2K shares3.95%2026-06-302026-07-14

SLB SLB LIMITED129.1K sharesnew addition2026-06-302026-07-14

SLYV SPDR SERIES TRUST53.3K shares-12.82%2026-06-302026-07-14

OEF ISHARES TR15.5K shares-7.90%2026-06-302026-07-14

MOTG VANECK ETF TRUST147.9K shares-1.42%2026-06-302026-07-14

SLYG SPDR SERIES TRUST45.4K shares-1.22%2026-06-302026-07-14

AIRR FIRST TR EXCHANGE TRADED FD40.6K shares-1.64%2026-06-302026-07-14

LABCORP HOLDINGS INC LABCORP HOLDINGS INC19.0K shares3.51%2026-06-302026-07-14

Sponsored

DFLV DIMENSIONAL ETF TRUST133.9K shares8.55%2026-06-302026-07-14

LRGF ISHARES TR69.8K shares-2.15%2026-06-302026-07-14

VYM VANGUARD WHITEHALL FDS33.3K shares-1.98%2026-06-302026-07-14

DFAS DIMENSIONAL ETF TRUST63.8K shares5.63%2026-06-302026-07-14

TSLA TESLA INC12.5K shares-12.58%2026-06-302026-07-14

JGRO J P MORGAN EXCHANGE TRADED F52.9K shares4.19%2026-06-302026-07-14

PYLD PIMCO ETF TR192.8K shares175.35%2026-06-302026-07-14

MOAT VANECK ETF TRUST49.1K shares-7.63%2026-06-302026-07-14

Sponsored

TSPA T ROWE PRICE EXCHANGE-TRADED107.0K shares37.39%2026-06-302026-07-14

DUHP DIMENSIONAL ETF TRUST118.7K shares8.09%2026-06-302026-07-14

XMMO INVESCO EXCHANGE TRADED FD T28.3K shares-29.52%2026-06-302026-07-14

MTUM ISHARES TR13.9K shares3.96%2026-06-302026-07-14

COWZ PACER FDS TR75.7K shares4.90%2026-06-302026-07-14

VO VANGUARD INDEX FDS56.6K shares293.02%2026-06-302026-07-14

XMHQ INVESCO EXCHANGE TRADED FD T39.9K shares0.83%2026-06-302026-07-14

LVHI LEGG MASON ETF INVT110.5K shares9.77%2026-06-302026-07-14

Sponsored

IMTM ISHARES TR81.4K shares11.32%2026-06-302026-07-14

DFIV DIMENSIONAL ETF TRUST79.1K shares11.28%2026-06-302026-07-14

CGCB CAPITAL GRP FIXED INCM ETF T162.5K shares-7.70%2026-06-302026-07-14

CSX CSX CORP87.0K shares0.03%2026-06-302026-07-14

XLI SELECT SECTOR SPDR TR22.1K shares-0.73%2026-06-302026-07-14

EQWL INVESCO EXCHANGE TRADED FD T31.3K shares4.69%2026-06-302026-07-14

DFAT DIMENSIONAL ETF TRUST57.6K shares-0.12%2026-06-302026-07-14

VOE VANGUARD INDEX FDS20.1K shares65.63%2026-06-302026-07-14

Sponsored

PVAL PUTNAM ETF TRUST76.7K shares0.62%2026-06-302026-07-14

TMUS T-MOBILE US INC23.3K shares1.08%2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFAC7.9K shares32.29%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC3.3K shares-86.42%2026-06-302026-07-14

BRK.A BERKSHIRE HATHAWAY INC DELN/A sharesnew addition2026-06-302026-07-14

SCHG SCHWAB STRATEGIC TR110.4K shares14.79%2026-06-302026-07-14

RDVY FIRST TR EXCHANGE TRADED FD45.7K shares-8.56%2026-06-302026-07-14

ETN EATON CORP PLC8.4K shares-26.54%2026-06-302026-07-14

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IUSB ISHARES TR76.4K shares57.89%2026-06-302026-07-14

USMV ISHARES TR36.1K shares-3.78%2026-06-302026-07-14

XAR SPDR SERIES TRUST12.2K shares9.03%2026-06-302026-07-14

SCHK SCHWAB STRATEGIC TR93.7K shares-56.96%2026-06-302026-07-14

COWG PACER FDS TR81.9K shares10.46%2026-06-302026-07-14

SCHA SCHWAB STRATEGIC TR89.6K shares-0.97%2026-06-302026-07-14

VXUS VANGUARD STAR FDS37.3K shares-4.76%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP23.0K shares-5.11%2026-06-302026-07-14

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DYNF BLACKROCK ETF TRUST45.8K shares26.24%2026-06-302026-07-14

IQLT ISHARES TR62.0K shares-4.99%2026-06-302026-07-14

USIG ISHARES TR59.4K shares24.32%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.2K shares-9.34%2026-06-302026-07-14

FIXD FIRST TR EXCHNG TRADED FD VI68.7K shares-3.13%2026-06-302026-07-14

GRID FIRST TR EXCHANGE-TRADED FD15.5K shares44.25%2026-06-302026-07-14

DFEM DIMENSIONAL ETF TRUST73.3K shares-1.81%2026-06-302026-07-14

LEAD SIREN ETF TR32.4K shares-2.14%2026-06-302026-07-14

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JEPI J P MORGAN EXCHANGE TRADED F52.2K shares-12.69%2026-06-302026-07-14

VIGI VANGUARD WHITEHALL FDS31.2K shares-10.68%2026-06-302026-07-14

FVD FIRST TR EXCHANGE-TRADED FD60.4K shares-23.88%2026-06-302026-07-14

FLCE ADVISORS INNER CIRCLE FD II92.5K shares2.52%2026-06-302026-07-14

DES WISDOMTREE TR70.8K shares-12.41%2026-06-302026-07-14

CGGO CAPITAL GROUP GBL GROWTH EQT67.7K shares-72.73%2026-06-302026-07-14

GOVT ISHARES TR123.1K shares18.29%2026-06-302026-07-14

BKLN INVESCO EXCH TRADED FD TR II128.7K shares1.61%2026-06-302026-07-14

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BALT INNOVATOR ETFS TRUST71.9K shares-6.32%2026-06-302026-07-14

MCK MCKESSON CORP3.2K shares-96.83%2026-06-302026-07-14

VNQ VANGUARD INDEX FDS25.1K shares-5.88%2026-06-302026-07-14

BNDX VANGUARD CHARLOTTE FDS49.1K shares2.80%2026-06-302026-07-14

XLV SELECT SECTOR SPDR TR14.4K shares-96.23%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON9.0K shares-10.86%2026-06-302026-07-14

AMGN AMGEN INC6.2K shares-6.29%2026-06-302026-07-14

IEI ISHARES TR19.0K shares-5.03%2026-06-302026-07-14

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GLD SPDR GOLD TR6.0K shares28.09%2026-06-302026-07-14

PLD PROLOGIS INC.16.1K shares-2.15%2026-06-302026-07-14

IVE ISHARES TR9.6K shares-4.62%2026-06-302026-07-14

FINT ADVISORS INNER CIRCLE FD II59.7K shares20.42%2026-06-302026-07-14

FPX FIRST TR EXCHANGE-TRADED FD10.4K shares-5.92%2026-06-302026-07-14

MINT PIMCO ETF TR21.2K shares0.31%2026-06-302026-07-14

ISHARES TR ISHARES TR21.6K shares-8.47%2026-06-302026-07-14

CIBR FIRST TR EXCHANGE-TRADED FD23.0K shares-3.48%2026-06-302026-07-14

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DGRO ISHARES TR27.2K shares0.66%2026-06-302026-07-14

VXF VANGUARD INDEX FDS8.3K shares-5.88%2026-06-302026-07-14

EFAV ISHARES TR23.1K shares1.09%2026-06-302026-07-14

GE GE AEROSPACE5.4K shares5.24%2026-06-302026-07-14

LOWV AB ACTIVE ETFS INC25.0K shares14.93%2026-06-302026-07-14

PG PROCTER & GAMBLE CO13.5K shares0.18%2026-06-302026-07-14

JXI ISHARES TR23.3K shares5.81%2026-06-302026-07-14

FTCS FIRST TR EXCHANGE-TRADED FD20.8K shares-34.59%2026-06-302026-07-14

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VCIT VANGUARD SCOTTSDALE FDS23.4K shares-4.24%2026-06-302026-07-14

TLT ISHARES TR22.1K shares12.81%2026-06-302026-07-14

PSFF PACER FDS TR55.3K shares0.14%2026-06-302026-07-14

PM PHILIP MORRIS INTL INC10.5K shares1.19%2026-06-302026-07-14

PSTP INNOVATOR ETFS TRUST51.1K shares1.18%2026-06-302026-07-14

BND VANGUARD BD INDEX FDS25.4K shares15.66%2026-06-302026-07-14

JMOM J P MORGAN EXCHANGE TRADED F21.4K shares-6.40%2026-06-302026-07-14

IXJ ISHARES TR18.5K shares0.46%2026-06-302026-07-14

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FTLS FIRST TR EXCH TRADED FD III24.6K shares-7.83%2026-06-302026-07-14

CAT CATERPILLAR INC1.7K shares-9.18%2026-06-302026-07-14

MGV VANGUARD WORLD FD11.0K shares0.45%2026-06-302026-07-14

FEOE RBB FUND TRUST33.6K shares203.68%2026-06-302026-07-14

VHT VANGUARD WORLD FD5.9K shares10.17%2026-06-302026-07-14

CGIE CAPITAL GROUP INTERNATIONAL46.5K shares-8.66%2026-06-302026-07-14

BAI BLACKROCK ETF TRUST32.4K shares-1.11%2026-06-302026-07-14

FEMB FIRST TR EXCH TRADED FD III58.3K shares21.25%2026-06-302026-07-14

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LECO LINCOLN ELEC HLDGS INC6.4K shares0.39%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS6.0K shares-9.98%2026-06-302026-07-14

ASML ASML HLDG NV855 shares4.27%2026-06-302026-07-14

SCHM SCHWAB STRATEGIC TR45.4K shares-10.89%2026-06-302026-07-14

SPTL SPDR SERIES TRUST63.7K shares-4.12%2026-06-302026-07-14

VFH VANGUARD WORLD FD12.5K shares0.41%2026-06-302026-07-14

NOC NORTHROP GRUMMAN CORP3.2K shares1.81%2026-06-302026-07-14

HELO J P MORGAN EXCHANGE TRADED F23.4K shares0.93%2026-06-302026-07-14

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NULG NUSHARES ETF TR13.4K shares-1.86%2026-06-302026-07-14

IWM ISHARES TR5.2K shares3.15%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC2.7K shares-6.17%2026-06-302026-07-14

EMB ISHARES TR16.0K shares-0.92%2026-06-302026-07-14

BDYN BLACKROCK ETF TRUST55.2K shares10.04%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR8.0K shares-18.92%2026-06-302026-07-14

IHI ISHARES TR30.4K shares-11.23%2026-06-302026-07-14

RBUF INNOVATOR ETFS TRUST48.1K shares0.20%2026-06-302026-07-14

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DFAR DIMENSIONAL ETF TRUST56.4K shares1.68%2026-06-302026-07-14

VISA INC VISA INC4.2K shares-1.84%2026-06-302026-07-14

MUB ISHARES TR13.3K shares184.01%2026-06-302026-07-14

ACWV ISHARES INC11.9K shares0.79%2026-06-302026-07-14

FDN FIRST TR EXCHANGE-TRADED FD5.3K shares-16.35%2026-06-302026-07-14

PH PARKER-HANNIFIN CORP1.4K shares-0.82%2026-06-302026-07-14

ORACLE CORP ORACLE CORP9.6K shares-0.11%2026-06-302026-07-14

VFMF VANGUARD WELLINGTON FD7.8K shares27.85%2026-06-302026-07-14

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AEM AGNICO EAGLE MINES LTD8.8K shares2.26%2026-06-302026-07-14

ITA ISHARES TR5.6K shares-1.36%2026-06-302026-07-14

CVX CHEVRON CORPORATION8.1K shares-11.69%2026-06-302026-07-14

ABBVIE INC ABBVIE INC5.3K shares-3.31%2026-06-302026-07-14

FXG FIRST TR EXCHANGE-TRADED FD21.0K shares-17.81%2026-06-302026-07-14

ACWI ISHARES TR8.3K shares0.62%2026-06-302026-07-14

DVYE ISHARES INC40.3K shares1.18%2026-06-302026-07-14

IAUX I-80 GOLD CORP899.9K shares0.00%2026-06-302026-07-14

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC6.8K shares21.31%2026-06-302026-07-14

T AT&T INC62.1K shares-0.76%2026-06-302026-07-14

BUFR FIRST TR EXCHNG TRADED FD VI35.1K shares-0.03%2026-06-302026-07-14

KLAC KLA CORP4.3K shares966.09%2026-06-302026-07-14

VEU VANGUARD INTL EQUITY INDEX F15.2K shares3.20%2026-06-302026-07-14

MNR MACH NATURAL RESOURCES LP100.0K shares100.00%2026-06-302026-07-14

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.0K shares-12.49%2026-06-302026-07-14

SMH VANECK ETF TRUST1.9K shares-55.91%2026-06-302026-07-14

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VTEB VANGUARD MUN BD FDS24.5K shares0.40%2026-06-302026-07-14

BLCR BLACKROCK ETF TRUST24.4K shares51.80%2026-06-302026-07-14

CORO BLACKROCK ETF TRUST33.4K shares201.42%2026-06-302026-07-14

IYW ISHARES TR4.8K shares7.48%2026-06-302026-07-14

USFR WISDOMTREE TR24.2K shares-4.25%2026-06-302026-07-14

GEV GE VERNOVA INC1.0K shares-8.33%2026-06-302026-07-14

VTIP VANGUARD MALVERN FDS24.1K shares-10.24%2026-06-302026-07-14

BLACKROCK ETF TRUST BLACKROCK ETF TRUST43.2K sharesnew addition2026-06-302026-07-14

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BX BLACKSTONE INC10.3K shares-19.59%2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC13.5K shares-23.70%2026-06-302026-07-14

VONG VANGUARD SCOTTSDALE FDS9.3K shares-7.77%2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION6.2K shares-3.96%2026-06-302026-07-14

AXP AMERICAN EXPRESS CO3.5K shares-5.89%2026-06-302026-07-14

EMLP FIRST TR EXCHANGE-TRADED FD26.1K shares-6.33%2026-06-302026-07-14

SCHP SCHWAB STRATEGIC TR42.8K shares-3.61%2026-06-302026-07-14

CMI CUMMINS INC1.6K shares26.86%2026-06-302026-07-14

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EMGF ISHARES INC15.2K shares3.39%2026-06-302026-07-14

IAU ISHARES GOLD TR14.7K shares-0.05%2026-06-302026-07-14

FGSM ADVISORS INNER CIRCLE FD II31.7K shares-24.43%2026-06-302026-07-14

NULV NUSHARES ETF TR21.8K shares3.87%2026-06-302026-07-14

INTC INTEL CORP7.8K shares43.86%2026-06-302026-07-14

RSP INVESCO EXCHANGE TRADED FD T5.1K shares-37.79%2026-06-302026-07-14

GSIE GOLDMAN SACHS ETF TR23.4K shares-19.07%2026-06-302026-07-14

EFG ISHARES TR8.6K shares28.57%2026-06-302026-07-14

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MUNI PIMCO ETF TR20.3K shares0.70%2026-06-302026-07-14

SGOV ISHARES TR10.6K shares-1.39%2026-06-302026-07-14

PPTA PERPETUA RESOURCES CORP51.3K shares0.00%2026-06-302026-07-14

IGF ISHARES TR15.9K shares34.21%2026-06-302026-07-14

IFRA ISHARES TR16.7K shares0.29%2026-06-302026-07-14

QUAL ISHARES TR4.8K shares-54.25%2026-06-302026-07-14

VLUE ISHARES TR5.1K shares0.63%2026-06-302026-07-14

IJH ISHARES TR13.3K shares-16.73%2026-06-302026-07-14

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COP CONOCOPHILLIPS9.7K shares-1.85%2026-06-302026-07-14

THRO BLACKROCK ETF TRUST23.2K shares-17.72%2026-06-302026-07-14

FEGE RBB FUND TRUST20.2K shares8.69%2026-06-302026-07-14

PNC PNC FINL SVCS GROUP INC4.0K shares-35.64%2026-06-302026-07-14

FDL FIRST TR EXCHANGE-TRADED FD20.3K shares3.29%2026-06-302026-07-14

VFLO VICTORY PORTFOLIOS II21.5K shares-3.42%2026-06-302026-07-14

GLW CORNING INC3.9K shares10.10%2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR34.8K shares9.39%2026-06-302026-07-14

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CISCO SYS INC CISCO SYS INC8.2K shares7.42%2026-06-302026-07-14

SPDR SERIES TRUST SPDR SERIES TRUST10.9K shares4.57%2026-06-302026-07-14

CALF PACER FDS TR18.9K shares-6.55%2026-06-302026-07-14

AVDE AMERICAN CENTY ETF TR10.7K shares3.66%2026-06-302026-07-14

KXI ISHARES TR14.1K shares-12.05%2026-06-302026-07-14

LVHD LEGG MASON ETF INVT21.5K shares0.61%2026-06-302026-07-14

PSX PHILLIPS 665.5K shares2.29%2026-06-302026-07-14

PFE PFIZER INC38.8K shares57.69%2026-06-302026-07-14

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RSPU INVESCO EXCHANGE TRADED FD T11.5K shares-4.40%2026-06-302026-07-14

XLSR SSGA ACTIVE TR14.4K shares155.72%2026-06-302026-07-14

FJUN FIRST TR EXCHNG TRADED FD VI15.5K shares0.00%2026-06-302026-07-14

MRK MERCK & CO INC7.2K shares9.05%2026-06-302026-07-14

OIH VANECK ETF TRUST2.5K shares6.76%2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC917 shares-41.03%2026-06-302026-07-14

SERVICENOW INC SERVICENOW INC9.3K sharesnew addition2026-06-302026-07-14

VOT VANGUARD INDEX FDS3.0K shares-29.02%2026-06-302026-07-14

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VCLT VANGUARD SCOTTSDALE FDS12.2K shares26.83%2026-06-302026-07-14

AVEM AMERICAN CENTY ETF TR9.5K shares-1.15%2026-06-302026-07-14

NSC NORFOLK SOUTHN CORP2.9K shares2.18%2026-06-302026-07-14

WFC WELLS FARGO & CO11.0K shares0.18%2026-06-302026-07-14

DE DEERE & CO1.4K shares15.42%2026-06-302026-07-14

MO ALTRIA GROUP INC12.5K shares9.56%2026-06-302026-07-14

SCHO SCHWAB STRATEGIC TR37.0K shares147.93%2026-06-302026-07-14

MDY STATE STR SPDR S&P MIDCAP 401.3K shares-27.90%2026-06-302026-07-14

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IWD ISHARES TR3.7K shares-13.58%2026-06-302026-07-14

GPIQ GOLDMAN SACHS ETF TR14.9K shares-1.71%2026-06-302026-07-14

SBUX STARBUCKS CORP8.7K shares58.94%2026-06-302026-07-14

DOMINION ENERGY INC DOMINION ENERGY INC12.9K shares13.34%2026-06-302026-07-14

RXI ISHARES TR4.6K shares5.34%2026-06-302026-07-14

PGR PROGRESSIVE CORP4.0K shares-42.88%2026-06-302026-07-14

TFSL TFS FINL CORP49.6K shares0.47%2026-06-302026-07-14

HD HOME DEPOT INC2.5K shares-26.43%2026-06-302026-07-14

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HTUS CAPITOL SER TR20.0K shares-4.72%2026-06-302026-07-14

TDVG T ROWE PRICE EXCHANGE-TRADED17.9K shares21.13%2026-06-302026-07-14

HEFA ISHARES TR18.4K shares-5.23%2026-06-302026-07-14

QTEC FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-06-302026-07-14

SCHV SCHWAB STRATEGIC TR24.6K shares-4.88%2026-06-302026-07-14

VV VANGUARD INDEX FDS2.5K shares-63.23%2026-06-302026-07-14

CLSE TRUST FOR PROFESSIONAL MANAG24.9K shares22.07%2026-06-302026-07-14

SLV ISHARES SILVER TR15.8K shares5.58%2026-06-302026-07-14

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FIW FIRST TR EXCHANGE-TRADED FD7.7K shares-19.46%2026-06-302026-07-14

CGXU CAPITAL GROUP INTL FOCUS EQT24.4K shares-82.81%2026-06-302026-07-14

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR18.5K shares-97.96%2026-06-302026-07-14

IDV ISHARES TR20.3K shares3.02%2026-06-302026-07-14

CGDG CAPITAL GROUP DIVIDEND GROWE22.4K shares1.61%2026-06-302026-07-14

MBB ISHARES TR8.9K shares26.53%2026-06-302026-07-14

TTE TOTALENERGIES SE10.7K shares23.97%2026-06-302026-07-14

DVY ISHARES TR5.3K shares-0.15%2026-06-302026-07-14

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RWK INVESCO EXCH TRADED FD TR II5.7K shares0.19%2026-06-302026-07-14

MAR MARRIOTT INTL INC NEW2.2K shares-0.84%2026-06-302026-07-14

CGMU CAPITAL GRP FIXED INCM ETF T30.1K shares0.81%2026-06-302026-07-14

RPG INVESCO EXCHANGE TRADED FD T12.9K shares0.12%2026-06-302026-07-14

SPYV SPDR SERIES TRUST13.6K shares-6.31%2026-06-302026-07-14

MGK VANGUARD WORLD FD9.3K shares447.74%2026-06-302026-07-14

BAC BANK OF AMER CORP14.4K shares15.06%2026-06-302026-07-14

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II16.3K sharesnew addition2026-06-302026-07-14

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VDE VANGUARD WORLD FD5.4K shares-11.83%2026-06-302026-07-14

COIN COINBASE GLOBAL INC5.6K shares-29.31%2026-06-302026-07-14

FNDF SCHWAB STRATEGIC TR15.4K shares13.97%2026-06-302026-07-14

CGNG CAPITAL GROUP NEW GEOGRAPHY21.4K shares-1.34%2026-06-302026-07-14

ELV ELEVANCE HEALTH INC FORMERLY2.0K shares-1.68%2026-06-302026-07-14

SOXX ISHARES TR1.2K shares26.41%2026-06-302026-07-14

JPST J P MORGAN EXCHANGE TRADED F15.5K shares18.03%2026-06-302026-07-14

PEY INVESCO EXCHANGE TRADED FD T33.8K shares-20.69%2026-06-302026-07-14

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SCZ ISHARES TR9.5K shares-4.66%2026-06-302026-07-14

PAVE GLOBAL X FDS13.2K shares0.00%2026-06-302026-07-14

MGC VANGUARD WORLD FD2.8K shares12.75%2026-06-302026-07-14

XLE SELECT SECTOR SPDR TR14.7K shares-20.89%2026-06-302026-07-14

BTI BRITISH AMERN TOB PLC12.6K shares-1.67%2026-06-302026-07-14

DINT DAVIS FUNDAMENTAL ETF TR27.2K shares-0.24%2026-06-302026-07-14

F FORD MTR CO55.5K shares-2.01%2026-06-302026-07-14

TIP ISHARES TR7.0K shares18.04%2026-06-302026-07-14

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SCHB SCHWAB STRATEGIC TR26.5K shares-4.77%2026-06-302026-07-14

DGT SPDR SERIES TRUST4.2K sharesnew addition2026-06-302026-07-14

TLH ISHARES TR7.6K shares-6.46%2026-06-302026-07-14

BSTP INNOVATOR ETFS TRUST19.5K shares-0.54%2026-06-302026-07-14

PDI PIMCO DYNAMIC INCOME FD45.6K shares0.20%2026-06-302026-07-14

LMT LOCKHEED MARTIN CORP1.5K shares2.55%2026-06-302026-07-14

WTV WISDOMTREE TR7.4K shares0.19%2026-06-302026-07-14

TMO THERMO FISHER SCIENTIFIC INC1.5K shares-40.14%2026-06-302026-07-14

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VZ VERIZON COMMUNICATIONS INC17.8K shares10.16%2026-06-302026-07-14

MS MORGAN STANLEY3.6K shares-5.95%2026-06-302026-07-14

CGSM CAPITAL GRP FIXED INCM ETF T28.5K shares0.26%2026-06-302026-07-14

SPIB SPDR SERIES TRUST22.5K shares2.08%2026-06-302026-07-14

FOPC ADVISORS INNER CIRCLE FD II29.6K shares0.12%2026-06-302026-07-14

BIL SPDR SERIES TRUST8.1K shares-0.25%2026-06-302026-07-14

FCBD ADVISORS INNER CIRCLE FD II29.4K shares-9.85%2026-06-302026-07-14

FUTY FIDELITY COVINGTON TRUST12.7K shares-0.32%2026-06-302026-07-14

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TDG TRANSDIGM GROUP INC551 shares-47.92%2026-06-302026-07-14

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP2.3K shares30.07%2026-06-302026-07-14

ORLY OREILLY AUTOMOTIVE INC7.8K shares-5.98%2026-06-302026-07-14

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HEGD LISTED FDS TR26.4K shares-0.56%2026-06-302026-07-14

GLXY GALAXY DIGITAL INC.25.7K shares0.00%2026-06-302026-07-14

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IDEF BLACKROCK ETF TRUST21.6K shares39.56%2026-06-302026-07-14

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IWF ISHARES TR5.4K shares190.86%2026-06-302026-07-14

LHX L3HARRIS TECHNOLOGIES INC2.3K shares0.30%2026-06-302026-07-14

DBEF DBX ETF TR12.3K shares-32.93%2026-06-302026-07-14

PRF INVESCO EXCHANGE TRADED FD T12.4K shares80.92%2026-06-302026-07-14

IWB ISHARES TR1.6K shares6.30%2026-06-302026-07-14

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IYH ISHARES TR9.6K shares-93.41%2026-06-302026-07-14

VBK VANGUARD INDEX FDS1.8K shares-45.38%2026-06-302026-07-14

IYC ISHARES TR6.3K shares0.14%2026-06-302026-07-14

EEMV ISHARES INC8.5K shares-3.02%2026-06-302026-07-14

INTF ISHARES TR15.6K shares-2.22%2026-06-302026-07-14

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UBER UBER TECHNOLOGIES INC8.7K shares-74.49%2026-06-302026-07-14

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FGD FIRST TR EXCHANGE-TRADED FD19.5K shares163.19%2026-06-302026-07-14

EEM ISHARES TR9.1K shares-62.63%2026-06-302026-07-14

AIG AMERICAN INTL GROUP INC8.3K shares4.17%2026-06-302026-07-14

URI UNITED RENTALS INC550 shares18.28%2026-06-302026-07-14

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FXU FIRST TR EXCHANGE-TRADED FD12.4K shares18.48%2026-06-302026-07-14

VPU VANGUARD WORLD FD3.1K shares15.45%2026-06-302026-07-14

ABT ABBOTT LABORATORIES6.7K shares-19.73%2026-06-302026-07-14

PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC75.0K sharesnew addition2026-06-302026-07-14

KAR OPENLANE INC14.7K shares0.00%2026-06-302026-07-14

RSPN INVESCO EXCHANGE TRADED FD T9.4K shares-24.88%2026-06-302026-07-14

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EFA ISHARES TR5.6K shares4.94%2026-06-302026-07-14

CGBL CAPITAL GROUP CORE BALANCED15.2K shares-88.27%2026-06-302026-07-14

DIVO AMPLIFY ETF TR12.4K shares3.39%2026-06-302026-07-14

ESGE ISHARES INC10.2K shares1.09%2026-06-302026-07-14

DAL DELTA AIR LINES INC5.9K shares-3.79%2026-06-302026-07-14

TCHP T ROWE PRICE EXCHANGE-TRADED11.0K shares-26.59%2026-06-302026-07-14

SPGP INVESCO EXCHANGE TRADED FD T4.5K shares-1.38%2026-06-302026-07-14

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QTUM ETF SER SOLUTIONS3.3K sharesnew addition2026-06-302026-07-14

UITB VICTORY PORTFOLIOS II11.7K shares3.43%2026-06-302026-07-14

TFC TRUIST FINL CORP10.9K shares-7.81%2026-06-302026-07-14

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PEP PEPSICO INC4.0K shares-2.20%2026-06-302026-07-14

FXL FIRST TR EXCHANGE-TRADED FD2.5K shares-0.52%2026-06-302026-07-14

SPMO INVESCO EXCH TRADED FD TR II3.3K shares-11.64%2026-06-302026-07-14

XSMO INVESCO EXCHANGE TRADED FD T5.7K shares18.17%2026-06-302026-07-14

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NETFLIX INC. NETFLIX INC.7.3K shares16.42%2026-06-302026-07-14

SPSM SPDR SERIES TRUST9.2K shares76.91%2026-06-302026-07-14

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PPL CORP PPL CORP14.4K shares2.04%2026-06-302026-07-14

EALT INNOVATOR ETFS TRUST14.5K shares-10.57%2026-06-302026-07-14

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.1K sharesnew addition2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.4K shares16.73%2026-06-302026-07-14

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CARR CARRIER GLOBAL CORPORATION7.0K shares7.07%2026-06-302026-07-14

IJT ISHARES TR2.8K shares-6.34%2026-06-302026-07-14

CRBG COREBRIDGE FINL INC17.7K shares0.00%2026-06-302026-07-14

SYK STRYKER CORPORATION1.6K shares5.20%2026-06-302026-07-14

DDWM WISDOMTREE TR10.8K shares-14.65%2026-06-302026-07-14

QBUF INNOVATOR ETFS TRUST16.2K shares7.21%2026-06-302026-07-14

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VT VANGUARD INTL EQUITY INDEX F3.2K shares-11.65%2026-06-302026-07-14

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BUFY FIRST TR EXCHNG TRADED FD VI20.9K shares0.00%2026-06-302026-07-14

SPHQ INVESCO EXCHANGE TRADED FD T5.4K sharesnew addition2026-06-302026-07-14

MOTI VANECK ETF TRUST14.6K shares-2.44%2026-06-302026-07-14

CEG CONSTELLATION ENERGY CORP1.9K shares4.06%2026-06-302026-07-14

SMLF ISHARES TR5.3K shares-1.86%2026-06-302026-07-14

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TBLU TORTOISE CAPITAL SERIES TRUS9.1K shares0.98%2026-06-302026-07-14

BUFZ FIRST TR EXCHNG TRADED FD VI16.7K shares0.00%2026-06-302026-07-14

BUFS FIRST TR EXCHNG TRADED FD VI18.4K shares-5.51%2026-06-302026-07-14

IJS ISHARES TR3.4K shares-18.11%2026-06-302026-07-14

PANW PALO ALTO NETWORKS INC1.3K shares0.98%2026-06-302026-07-14

FEX FIRST TR EXCHANGE-TRADED ALP3.3K shares-9.41%2026-06-302026-07-14

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HSCZ ISHARES TR10.6K shares23.21%2026-06-302026-07-14

IGRO ISHARES TR5.2K shares0.90%2026-06-302026-07-14

FTHI FIRST TR EXCHANGE TRADED FD19.0K shares49.31%2026-06-302026-07-14

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LIN LINDE PLC864 shares-1.71%2026-06-302026-07-14

SCMB SCHWAB STRATEGIC TR17.4K sharesnew addition2026-06-302026-07-14

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XMVM INVESCO EXCHANGE TRADED FD T6.3K shares13.88%2026-06-302026-07-14

MPC MARATHON PETE CORP1.7K shares17.41%2026-06-302026-07-14

MET METLIFE INC5.2K shares-20.30%2026-06-302026-07-14

QYLD GLOBAL X FDS23.8K shares3.02%2026-06-302026-07-14

AGNC INVT CORP AGNC INVT CORP39.5K shares6.29%2026-06-302026-07-14

FDEC FIRST TR EXCHNG TRADED FD VI7.9K shares0.00%2026-06-302026-07-14

DSEP FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-06-302026-07-14

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NVO NOVO-NORDISK A S8.8K shares-11.53%2026-06-302026-07-14

IJJ ISHARES TR2.9K shares2.68%2026-06-302026-07-14

SHOP SHOPIFY INC3.7K shares27.10%2026-06-302026-07-14

VFMO VANGUARD WELLINGTON FD1.7K shares8.78%2026-06-302026-07-14

OKE ONEOK INC NEW4.9K shares-3.88%2026-06-302026-07-14

LDUR PIMCO ETF TR4.4K shares-7.41%2026-06-302026-07-14

TXN TEXAS INSTRS INC1.4K shares0.14%2026-06-302026-07-14

BUFD FIRST TR EXCHNG TRADED FD VI14.1K shares0.00%2026-06-302026-07-14

Sponsored

NLY ANNALY CAPITAL MANAGEMENT IN18.6K sharesnew addition2026-06-302026-07-14

HONEYWELL INTL INC HONEYWELL INTL INC1.9K sharesnew addition2026-06-302026-07-14

ACIO ETF SER SOLUTIONS9.0K shares4.00%2026-06-302026-07-14

SHLD GLOBAL X FDS6.9K shares37.43%2026-06-302026-07-14

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.9K sharesnew addition2026-06-302026-07-14

FCNCA FIRST CTZNS BANCSHARES INC D198 shares0.00%2026-06-302026-07-14

HCI HCI GROUP INC2.4K shares0.00%2026-06-302026-07-14

FEP FIRST TR EXCH TRD ALPHDX FD7.2K shares-3.47%2026-06-302026-07-14

Sponsored

HLT HILTON WORLDWIDE HLDGS INC1.2K shares2.65%2026-06-302026-07-14

IJK ISHARES TR3.5K shares14.14%2026-06-302026-07-14

LOW LOWES COS INC1.8K shares-0.32%2026-06-302026-07-14

FLXR TCW ETF TRUST10.3K sharesnew addition2026-06-302026-07-14

TCAF T ROWE PRICE EXCHANGE-TRADED9.8K sharesnew addition2026-06-302026-07-14

RYAAY RYANAIR HOLDINGS PLC6.2K shares11.93%2026-06-302026-07-14

VLO VALERO ENERGY CORP1.5K shares-0.71%2026-06-302026-07-14

ROST ROSS STORES INC1.9K shares-23.80%2026-06-302026-07-14

Sponsored

IGSB ISHARES TR7.6K shares19.46%2026-06-302026-07-14

XLP SELECT SECTOR SPDR TR4.8K shares-1.75%2026-06-302026-07-14

CRM SALESFORCE INC2.5K shares-23.64%2026-06-302026-07-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II16.7K shares7.01%2026-06-302026-07-14

VCR VANGUARD WORLD FD983 shares0.10%2026-06-302026-07-14

SCHW SCHWAB CHARLES CORP4.2K shares-12.84%2026-06-302026-07-14

MDLZ MONDELEZ INTL INC6.6K shares-16.47%2026-06-302026-07-14

MGM MGM RESORTS INTERNATIONAL8.0K shares0.94%2026-06-302026-07-14

Sponsored

EBAY EBAY INC.3.4K shares7.14%2026-06-302026-07-14

ESGD ISHARES TR3.7K shares6.65%2026-06-302026-07-14

VIS VANGUARD WORLD FD1.1K shares0.19%2026-06-302026-07-14

PAUG INNOVATOR ETFS TRUST8.2K shares0.00%2026-06-302026-07-14

VUG

VANGUARD INDEX FDS

461.29%

Shares5.6M

Event2026-06-30

Filed2026-07-14

GSLC

GOLDMAN SACHS ETF TR

-5.64%

Shares2.9M

Event2026-06-30

Filed2026-07-14

IGM

ISHARES TR

13.14%

Shares2.1M

Event2026-06-30

Filed2026-07-14

TOTL

SSGA ACTIVE ETF TR

5.87%

Shares6.0M

Event2026-06-30

Filed2026-07-14

FNDX

SCHWAB STRATEGIC TR

-11.30%

Shares7.5M

Event2026-06-30

Filed2026-07-14

WORLD GOLD TR

7.54%

Shares2.5M

Event2026-06-30

Filed2026-07-14

MAGS

LISTED FDS TR

New

Shares2.8M

Event2026-06-30

Filed2026-07-14

AVES

AMERICAN CENTY ETF TR

0.74%

Shares2.6M

Event2026-06-30

Filed2026-07-14

EFV

ISHARES TR

0.33%

Shares2.2M

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

-6.05%

Shares320.9K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-4.95%

Shares463.2K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

4.28%

Shares367.2K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

25.47%

Shares279.9K

Event2026-06-30

Filed2026-07-14

CGGR

CAPITAL GROUP GROWTH ETF

-10.54%

Shares2.2M

Event2026-06-30

Filed2026-07-14

XLF

SELECT SECTOR SPDR TR

3.77%

Shares1.9M

Event2026-06-30

Filed2026-07-14

GMOI

GMO ETF TRUST

0.55%

Shares2.7M

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-0.38%

Shares239.5K

Event2026-06-30

Filed2026-07-14

APH

AMPHENOL CORP

New

Shares482.3K

Event2026-06-30

Filed2026-07-14

XLC

SELECT SECTOR SPDR TR

97.70%

Shares777.2K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

5.92%

Shares135.5K

Event2026-06-30

Filed2026-07-14

CITIGROUP INC

20.42%

Shares505.6K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

0.53%

Shares57.6K

Event2026-06-30

Filed2026-07-14

ANET

ARISTA NETWORKS INC

23.89%

Shares404.3K

Event2026-06-30

Filed2026-07-14

ODFL

OLD DOMINION FREIGHT LINE IN

3.15%

Shares272.4K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

-18.03%

Shares268.0K

Event2026-06-30

Filed2026-07-14

VST

VISTRA CORP

9.90%

Shares330.3K

Event2026-06-30

Filed2026-07-14

HOOD

ROBINHOOD MKTS INC

24.05%

Shares487.4K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

-17.86%

Shares397.7K

Event2026-06-30

Filed2026-07-14

MASTERCARD INCORPORATED

-41.06%

Shares84.7K

Event2026-06-30

Filed2026-07-14

XCCC

BONDBLOXX ETF TRUST

4.93%

Shares1.1M

Event2026-06-30

Filed2026-07-14

CDX

SIMPLIFY EXCHANGE TRADED FUN

6.43%

Shares1.9M

Event2026-06-30

Filed2026-07-14

SPEM

SPDR INDEX SHS FDS

1.80%

Shares788.1K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

2.63%

Shares54.8K

Event2026-06-30

Filed2026-07-14

APPLOVIN CORP

3695.28%

Shares76.4K

Event2026-06-30

Filed2026-07-14

IDEV

ISHARES TR

-23.45%

Shares374.3K

Event2026-06-30

Filed2026-07-14

J P MORGAN EXCHANGE TRADED F

-8.43%

Shares520.0K

Event2026-06-30

Filed2026-07-14

SPDW

SPDR INDEX SHS FDS

0.24%

Shares527.7K

Event2026-06-30

Filed2026-07-14

CWI

SPDR INDEX SHS FDS

-0.30%

Shares642.1K

Event2026-06-30

Filed2026-07-14

VRT

VERTIV HOLDINGS CO

-2.97%

Shares73.1K

Event2026-06-30

Filed2026-07-14

ISHARES TR

13.73%

Shares32.1K

Event2026-06-30

Filed2026-07-14

DEM

WISDOMTREE TR

-3.83%

Shares402.7K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

-0.56%

Shares293.2K

Event2026-06-30

Filed2026-07-14

QUANTA SVCS INC

-18.00%

Shares28.7K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-18.82%

Shares27.5K

Event2026-06-30

Filed2026-07-14

VYMI

VANGUARD WHITEHALL FDS

-22.49%

Shares189.3K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

-16.13%

Shares23.2K

Event2026-06-30

Filed2026-07-14

BLK

BLACKROCK INC

-0.57%

Shares17.6K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-6.61%

Shares84.5K

Event2026-06-30

Filed2026-07-14

ATI INC

-16.70%

Shares83.3K

Event2026-06-30

Filed2026-07-14

WELL

WELLTOWER INC

7.34%

Shares66.7K

Event2026-06-30

Filed2026-07-14

AFFIRM HLDGS INC

New

Shares184.4K

Event2026-06-30

Filed2026-07-14

IVW

ISHARES TR

5.27%

Shares104.5K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

-3.21%

Shares239.6K

Event2026-06-30

Filed2026-07-14

QQQM

INVESCO EXCH TRADED FD TR II

-9.54%

Shares46.4K

Event2026-06-30

Filed2026-07-14

RKLB

ROCKET LAB CORP

23.78%

Shares132.0K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-7.95%

Shares34.7K

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC

-4.47%

Shares16.6K

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

-1.18%

Shares74.5K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

-20.31%

Shares51.2K

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB STRATEGIC TR

-7.93%

Shares375.5K

Event2026-06-30

Filed2026-07-14

SCHZ

SCHWAB STRATEGIC TR

13.71%

Shares472.0K

Event2026-06-30

Filed2026-07-14

JMUB

J P MORGAN EXCHANGE TRADED F

8.42%

Shares204.0K

Event2026-06-30

Filed2026-07-14

RGLD

ROYAL GOLD INC

-20.63%

Shares50.8K

Event2026-06-30

Filed2026-07-14

IXN

ISHARES TR

-3.11%

Shares69.2K

Event2026-06-30

Filed2026-07-14

TDY

TELEDYNE TECHNOLOGIES INC

4.31%

Shares14.5K

Event2026-06-30

Filed2026-07-14

LNG

CHENIERE ENERGY INC

12.27%

Shares38.7K

Event2026-06-30

Filed2026-07-14

DFCF

DIMENSIONAL ETF TRUST

31.45%

Shares217.1K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-16.47%

Shares24.0K

Event2026-06-30

Filed2026-07-14

SPAB

SPDR SERIES TRUST

0.32%

Shares326.3K

Event2026-06-30

Filed2026-07-14

HAS

HASBRO INC

16.23%

Shares100.1K

Event2026-06-30

Filed2026-07-14

VGT

VANGUARD WORLD FD

531.33%

Shares67.2K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

-33.11%

Shares97.2K

Event2026-06-30

Filed2026-07-14

IOO

ISHARES TR

1.53%

Shares55.0K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

6.55%

Shares10.6K

Event2026-06-30

Filed2026-07-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

-42.56%

Shares147.0K

Event2026-06-30

Filed2026-07-14

SCHX

SCHWAB STRATEGIC TR

1.67%

Shares244.4K

Event2026-06-30

Filed2026-07-14

ROIV

ROIVANT SCIENCES LTD

New

Shares197.4K

Event2026-06-30

Filed2026-07-14

DFSD

DIMENSIONAL ETF TRUST

16.02%

Shares144.7K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

-26.27%

Shares13.7K

Event2026-06-30

Filed2026-07-14

DFIC

DIMENSIONAL ETF TRUST

-0.17%

Shares184.5K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

-15.14%

Shares20.9K

Event2026-06-30

Filed2026-07-14

AVDV

AMERICAN CENTY ETF TR

4.90%

Shares62.3K

Event2026-06-30

Filed2026-07-14

APTIV PLC

16.04%

Shares104.1K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-8.18%

Shares21.0K

Event2026-06-30

Filed2026-07-14

USHY

ISHARES TR

20.65%

Shares169.3K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

-6.02%

Shares75.1K

Event2026-06-30

Filed2026-07-14

VBR

VANGUARD INDEX FDS

-14.59%

Shares25.4K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

-0.56%

Shares41.6K

Event2026-06-30

Filed2026-07-14

SYY

SYSCO CORP

3.95%

Shares73.2K

Event2026-06-30

Filed2026-07-14

SLB

SLB LIMITED

New

Shares129.1K

Event2026-06-30

Filed2026-07-14

SLYV

SPDR SERIES TRUST

-12.82%

Shares53.3K

Event2026-06-30

Filed2026-07-14

OEF

ISHARES TR

-7.90%

Shares15.5K

Event2026-06-30

Filed2026-07-14

MOTG

VANECK ETF TRUST

-1.42%

Shares147.9K

Event2026-06-30

Filed2026-07-14

SLYG

SPDR SERIES TRUST

-1.22%

Shares45.4K

Event2026-06-30

Filed2026-07-14

AIRR

FIRST TR EXCHANGE TRADED FD

-1.64%

Shares40.6K

Event2026-06-30

Filed2026-07-14

LABCORP HOLDINGS INC

3.51%

Shares19.0K

Event2026-06-30

Filed2026-07-14

DFLV

DIMENSIONAL ETF TRUST

8.55%

Shares133.9K

Event2026-06-30

Filed2026-07-14

LRGF

ISHARES TR

-2.15%

Shares69.8K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

-1.98%

Shares33.3K

Event2026-06-30

Filed2026-07-14

DFAS

DIMENSIONAL ETF TRUST

5.63%

Shares63.8K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

-12.58%

Shares12.5K

Event2026-06-30

Filed2026-07-14

JGRO

J P MORGAN EXCHANGE TRADED F

4.19%

Shares52.9K

Event2026-06-30

Filed2026-07-14

PYLD

PIMCO ETF TR

175.35%

Shares192.8K

Event2026-06-30

Filed2026-07-14

MOAT

VANECK ETF TRUST

-7.63%

Shares49.1K

Event2026-06-30

Filed2026-07-14

TSPA

T ROWE PRICE EXCHANGE-TRADED

37.39%

Shares107.0K

Event2026-06-30

Filed2026-07-14

DUHP

DIMENSIONAL ETF TRUST

8.09%

Shares118.7K

Event2026-06-30

Filed2026-07-14

XMMO

INVESCO EXCHANGE TRADED FD T

-29.52%

Shares28.3K

Event2026-06-30

Filed2026-07-14

MTUM

ISHARES TR

3.96%

Shares13.9K

Event2026-06-30

Filed2026-07-14

COWZ

PACER FDS TR

4.90%

Shares75.7K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

293.02%

Shares56.6K

Event2026-06-30

Filed2026-07-14

XMHQ

INVESCO EXCHANGE TRADED FD T

0.83%

Shares39.9K

Event2026-06-30

Filed2026-07-14

LVHI

LEGG MASON ETF INVT

9.77%

Shares110.5K

Event2026-06-30

Filed2026-07-14

IMTM

ISHARES TR

11.32%

Shares81.4K

Event2026-06-30

Filed2026-07-14

DFIV

DIMENSIONAL ETF TRUST

11.28%

Shares79.1K

Event2026-06-30

Filed2026-07-14

CGCB

CAPITAL GRP FIXED INCM ETF T

-7.70%

Shares162.5K

Event2026-06-30

Filed2026-07-14

CSX

CSX CORP

0.03%

Shares87.0K

Event2026-06-30

Filed2026-07-14

XLI

SELECT SECTOR SPDR TR

-0.73%

Shares22.1K

Event2026-06-30

Filed2026-07-14

EQWL

INVESCO EXCHANGE TRADED FD T

4.69%

Shares31.3K

Event2026-06-30

Filed2026-07-14

DFAT

DIMENSIONAL ETF TRUST

-0.12%

Shares57.6K

Event2026-06-30

Filed2026-07-14

VOE

VANGUARD INDEX FDS

65.63%

Shares20.1K

Event2026-06-30

Filed2026-07-14

PVAL

PUTNAM ETF TRUST

0.62%

Shares76.7K

Event2026-06-30

Filed2026-07-14

TMUS

T-MOBILE US INC

1.08%

Shares23.3K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

32.29%

Shares7.9K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

-86.42%

Shares3.3K

Event2026-06-30

Filed2026-07-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

SharesN/A

Event2026-06-30

Filed2026-07-14

SCHG

SCHWAB STRATEGIC TR

14.79%

Shares110.4K

Event2026-06-30

Filed2026-07-14

RDVY

FIRST TR EXCHANGE TRADED FD

-8.56%

Shares45.7K

Event2026-06-30

Filed2026-07-14

ETN

EATON CORP PLC

-26.54%

Shares8.4K

Event2026-06-30

Filed2026-07-14

IUSB

ISHARES TR

57.89%

Shares76.4K

Event2026-06-30

Filed2026-07-14

USMV

ISHARES TR

-3.78%

Shares36.1K

Event2026-06-30

Filed2026-07-14

XAR

SPDR SERIES TRUST

9.03%

Shares12.2K

Event2026-06-30

Filed2026-07-14

SCHK

SCHWAB STRATEGIC TR

-56.96%

Shares93.7K

Event2026-06-30

Filed2026-07-14

COWG

PACER FDS TR

10.46%

Shares81.9K

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

-0.97%

Shares89.6K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

-4.76%

Shares37.3K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

-5.11%

Shares23.0K

Event2026-06-30

Filed2026-07-14

DYNF

BLACKROCK ETF TRUST

26.24%

Shares45.8K

Event2026-06-30

Filed2026-07-14

IQLT

ISHARES TR

-4.99%

Shares62.0K

Event2026-06-30

Filed2026-07-14

USIG

ISHARES TR

24.32%

Shares59.4K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

-9.34%

Shares3.2K

Event2026-06-30

Filed2026-07-14

FIXD

FIRST TR EXCHNG TRADED FD VI

-3.13%

Shares68.7K

Event2026-06-30

Filed2026-07-14

GRID

FIRST TR EXCHANGE-TRADED FD

44.25%

Shares15.5K

Event2026-06-30

Filed2026-07-14

DFEM

DIMENSIONAL ETF TRUST

-1.81%

Shares73.3K

Event2026-06-30

Filed2026-07-14

LEAD

SIREN ETF TR

-2.14%

Shares32.4K

Event2026-06-30

Filed2026-07-14

JEPI

J P MORGAN EXCHANGE TRADED F

-12.69%

Shares52.2K

Event2026-06-30

Filed2026-07-14

VIGI

VANGUARD WHITEHALL FDS

-10.68%

Shares31.2K

Event2026-06-30

Filed2026-07-14

FVD

FIRST TR EXCHANGE-TRADED FD

-23.88%

Shares60.4K

Event2026-06-30

Filed2026-07-14

FLCE

ADVISORS INNER CIRCLE FD II

2.52%

Shares92.5K

Event2026-06-30

Filed2026-07-14

DES

WISDOMTREE TR

-12.41%

Shares70.8K

Event2026-06-30

Filed2026-07-14

CGGO

CAPITAL GROUP GBL GROWTH EQT

-72.73%

Shares67.7K

Event2026-06-30

Filed2026-07-14

GOVT

ISHARES TR

18.29%

Shares123.1K

Event2026-06-30

Filed2026-07-14

BKLN

INVESCO EXCH TRADED FD TR II

1.61%

Shares128.7K

Event2026-06-30

Filed2026-07-14

BALT

INNOVATOR ETFS TRUST

-6.32%

Shares71.9K

Event2026-06-30

Filed2026-07-14

MCK

MCKESSON CORP

-96.83%

Shares3.2K

Event2026-06-30

Filed2026-07-14

VNQ

VANGUARD INDEX FDS

-5.88%

Shares25.1K

Event2026-06-30

Filed2026-07-14

BNDX

VANGUARD CHARLOTTE FDS

2.80%

Shares49.1K

Event2026-06-30

Filed2026-07-14

XLV

SELECT SECTOR SPDR TR

-96.23%

Shares14.4K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

-10.86%

Shares9.0K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

-6.29%

Shares6.2K

Event2026-06-30

Filed2026-07-14

IEI

ISHARES TR

-5.03%

Shares19.0K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

28.09%

Shares6.0K

Event2026-06-30

Filed2026-07-14

PLD

PROLOGIS INC.

-2.15%

Shares16.1K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

-4.62%

Shares9.6K

Event2026-06-30

Filed2026-07-14

FINT

ADVISORS INNER CIRCLE FD II

20.42%

Shares59.7K

Event2026-06-30

Filed2026-07-14

FPX

FIRST TR EXCHANGE-TRADED FD

-5.92%

Shares10.4K

Event2026-06-30

Filed2026-07-14

MINT

PIMCO ETF TR

0.31%

Shares21.2K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-8.47%

Shares21.6K

Event2026-06-30

Filed2026-07-14

CIBR

FIRST TR EXCHANGE-TRADED FD

-3.48%

Shares23.0K

Event2026-06-30

Filed2026-07-14

DGRO

ISHARES TR

0.66%

Shares27.2K

Event2026-06-30

Filed2026-07-14

VXF

VANGUARD INDEX FDS

-5.88%

Shares8.3K

Event2026-06-30

Filed2026-07-14

EFAV

ISHARES TR

1.09%

Shares23.1K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

5.24%

Shares5.4K

Event2026-06-30

Filed2026-07-14

LOWV

AB ACTIVE ETFS INC

14.93%

Shares25.0K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

0.18%

Shares13.5K

Event2026-06-30

Filed2026-07-14

JXI

ISHARES TR

5.81%

Shares23.3K

Event2026-06-30

Filed2026-07-14

FTCS

FIRST TR EXCHANGE-TRADED FD

-34.59%

Shares20.8K

Event2026-06-30

Filed2026-07-14

VCIT

VANGUARD SCOTTSDALE FDS

-4.24%

Shares23.4K

Event2026-06-30

Filed2026-07-14

TLT

ISHARES TR

12.81%

Shares22.1K

Event2026-06-30

Filed2026-07-14

PSFF

PACER FDS TR

0.14%

Shares55.3K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

1.19%

Shares10.5K

Event2026-06-30

Filed2026-07-14

PSTP

INNOVATOR ETFS TRUST

1.18%

Shares51.1K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

15.66%

Shares25.4K

Event2026-06-30

Filed2026-07-14

JMOM

J P MORGAN EXCHANGE TRADED F

-6.40%

Shares21.4K

Event2026-06-30

Filed2026-07-14

IXJ

ISHARES TR

0.46%

Shares18.5K

Event2026-06-30

Filed2026-07-14

FTLS

FIRST TR EXCH TRADED FD III

-7.83%

Shares24.6K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

-9.18%

Shares1.7K

Event2026-06-30

Filed2026-07-14

MGV

VANGUARD WORLD FD

0.45%

Shares11.0K

Event2026-06-30

Filed2026-07-14

FEOE

RBB FUND TRUST

203.68%

Shares33.6K

Event2026-06-30

Filed2026-07-14

VHT

VANGUARD WORLD FD

10.17%

Shares5.9K

Event2026-06-30

Filed2026-07-14

CGIE

CAPITAL GROUP INTERNATIONAL

-8.66%

Shares46.5K

Event2026-06-30

Filed2026-07-14

BAI

BLACKROCK ETF TRUST

-1.11%

Shares32.4K

Event2026-06-30

Filed2026-07-14

FEMB

FIRST TR EXCH TRADED FD III

21.25%

Shares58.3K

Event2026-06-30

Filed2026-07-14

LECO

LINCOLN ELEC HLDGS INC

0.39%

Shares6.4K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

-9.98%

Shares6.0K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

4.27%

Shares855

Event2026-06-30

Filed2026-07-14

SCHM

SCHWAB STRATEGIC TR

-10.89%

Shares45.4K

Event2026-06-30

Filed2026-07-14

SPTL

SPDR SERIES TRUST

-4.12%

Shares63.7K

Event2026-06-30

Filed2026-07-14

VFH

VANGUARD WORLD FD

0.41%

Shares12.5K

Event2026-06-30

Filed2026-07-14

NOC

NORTHROP GRUMMAN CORP

1.81%

Shares3.2K

Event2026-06-30

Filed2026-07-14

HELO

J P MORGAN EXCHANGE TRADED F

0.93%

Shares23.4K

Event2026-06-30

Filed2026-07-14

NULG

NUSHARES ETF TR

-1.86%

Shares13.4K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

3.15%

Shares5.2K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

-6.17%

Shares2.7K

Event2026-06-30

Filed2026-07-14

EMB

ISHARES TR

-0.92%

Shares16.0K

Event2026-06-30

Filed2026-07-14

BDYN

BLACKROCK ETF TRUST

10.04%

Shares55.2K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

-18.92%

Shares8.0K

Event2026-06-30

Filed2026-07-14

IHI

ISHARES TR

-11.23%

Shares30.4K

Event2026-06-30

Filed2026-07-14

RBUF

INNOVATOR ETFS TRUST

0.20%

Shares48.1K

Event2026-06-30

Filed2026-07-14

DFAR

DIMENSIONAL ETF TRUST

1.68%

Shares56.4K

Event2026-06-30

Filed2026-07-14

VISA INC

-1.84%

Shares4.2K

Event2026-06-30

Filed2026-07-14

MUB

ISHARES TR

184.01%

Shares13.3K

Event2026-06-30

Filed2026-07-14

ACWV

ISHARES INC

0.79%

Shares11.9K

Event2026-06-30

Filed2026-07-14

FDN

FIRST TR EXCHANGE-TRADED FD

-16.35%

Shares5.3K

Event2026-06-30

Filed2026-07-14

PARKER-HANNIFIN CORP

-0.82%

Shares1.4K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

-0.11%

Shares9.6K

Event2026-06-30

Filed2026-07-14

VFMF

VANGUARD WELLINGTON FD

27.85%

Shares7.8K

Event2026-06-30

Filed2026-07-14

AEM

AGNICO EAGLE MINES LTD

2.26%

Shares8.8K

Event2026-06-30

Filed2026-07-14

ITA

ISHARES TR

-1.36%

Shares5.6K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

-11.69%

Shares8.1K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

-3.31%

Shares5.3K

Event2026-06-30

Filed2026-07-14

FXG

FIRST TR EXCHANGE-TRADED FD

-17.81%

Shares21.0K

Event2026-06-30

Filed2026-07-14

ACWI

ISHARES TR

0.62%

Shares8.3K

Event2026-06-30

Filed2026-07-14

DVYE

ISHARES INC

1.18%

Shares40.3K

Event2026-06-30

Filed2026-07-14

IAUX

I-80 GOLD CORP

0.00%

Shares899.9K

Event2026-06-30

Filed2026-07-14

ASTRAZENECA PLC

21.31%

Shares6.8K

Event2026-06-30

Filed2026-07-14

AT&T INC

-0.76%

Shares62.1K

Event2026-06-30

Filed2026-07-14

BUFR

FIRST TR EXCHNG TRADED FD VI

-0.03%

Shares35.1K

Event2026-06-30

Filed2026-07-14

KLAC

KLA CORP

966.09%

Shares4.3K

Event2026-06-30

Filed2026-07-14

VEU

VANGUARD INTL EQUITY INDEX F

3.20%

Shares15.2K

Event2026-06-30

Filed2026-07-14

MNR

MACH NATURAL RESOURCES LP

100.00%

Shares100.0K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

-12.49%

Shares3.0K

Event2026-06-30

Filed2026-07-14

SMH

VANECK ETF TRUST

-55.91%

Shares1.9K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

0.40%

Shares24.5K

Event2026-06-30

Filed2026-07-14

BLCR

BLACKROCK ETF TRUST

51.80%

Shares24.4K

Event2026-06-30

Filed2026-07-14

CORO

BLACKROCK ETF TRUST

201.42%

Shares33.4K

Event2026-06-30

Filed2026-07-14

IYW

ISHARES TR

7.48%

Shares4.8K

Event2026-06-30

Filed2026-07-14

USFR

WISDOMTREE TR

-4.25%

Shares24.2K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

-8.33%

Shares1.0K

Event2026-06-30

Filed2026-07-14

VTIP

VANGUARD MALVERN FDS

-10.24%

Shares24.1K

Event2026-06-30

Filed2026-07-14

BLACKROCK ETF TRUST

New

Shares43.2K

Event2026-06-30

Filed2026-07-14

BLACKSTONE INC

-19.59%

Shares10.3K

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

-23.70%

Shares13.5K

Event2026-06-30

Filed2026-07-14

VONG

VANGUARD SCOTTSDALE FDS

-7.77%

Shares9.3K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

-3.96%

Shares6.2K

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

-5.89%

Shares3.5K

Event2026-06-30

Filed2026-07-14

EMLP

FIRST TR EXCHANGE-TRADED FD

-6.33%

Shares26.1K

Event2026-06-30

Filed2026-07-14

SCHP

SCHWAB STRATEGIC TR

-3.61%

Shares42.8K

Event2026-06-30

Filed2026-07-14

CMI

CUMMINS INC

26.86%

Shares1.6K

Event2026-06-30

Filed2026-07-14

EMGF

ISHARES INC

3.39%

Shares15.2K

Event2026-06-30

Filed2026-07-14

IAU

ISHARES GOLD TR

-0.05%

Shares14.7K

Event2026-06-30

Filed2026-07-14

FGSM

ADVISORS INNER CIRCLE FD II

-24.43%

Shares31.7K

Event2026-06-30

Filed2026-07-14

NULV

NUSHARES ETF TR

3.87%

Shares21.8K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

43.86%

Shares7.8K

Event2026-06-30

Filed2026-07-14

RSP

INVESCO EXCHANGE TRADED FD T

-37.79%

Shares5.1K

Event2026-06-30

Filed2026-07-14

GSIE

GOLDMAN SACHS ETF TR

-19.07%

Shares23.4K

Event2026-06-30

Filed2026-07-14

EFG

ISHARES TR

28.57%

Shares8.6K

Event2026-06-30

Filed2026-07-14

MUNI

PIMCO ETF TR

0.70%

Shares20.3K

Event2026-06-30

Filed2026-07-14

SGOV

ISHARES TR

-1.39%

Shares10.6K

Event2026-06-30

Filed2026-07-14

PPTA

PERPETUA RESOURCES CORP

0.00%

Shares51.3K

Event2026-06-30

Filed2026-07-14

IGF

ISHARES TR

34.21%

Shares15.9K

Event2026-06-30

Filed2026-07-14

IFRA

ISHARES TR

0.29%

Shares16.7K

Event2026-06-30

Filed2026-07-14

QUAL

ISHARES TR

-54.25%

Shares4.8K

Event2026-06-30

Filed2026-07-14

VLUE

ISHARES TR

0.63%

Shares5.1K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

-16.73%

Shares13.3K

Event2026-06-30

Filed2026-07-14

COP

CONOCOPHILLIPS

-1.85%

Shares9.7K

Event2026-06-30

Filed2026-07-14

THRO

BLACKROCK ETF TRUST

-17.72%

Shares23.2K

Event2026-06-30

Filed2026-07-14

FEGE

RBB FUND TRUST

8.69%

Shares20.2K

Event2026-06-30

Filed2026-07-14

PNC

PNC FINL SVCS GROUP INC

-35.64%

Shares4.0K

Event2026-06-30

Filed2026-07-14

FDL

FIRST TR EXCHANGE-TRADED FD

3.29%

Shares20.3K

Event2026-06-30

Filed2026-07-14

VFLO

VICTORY PORTFOLIOS II

-3.42%

Shares21.5K

Event2026-06-30

Filed2026-07-14

GLW

CORNING INC

10.10%

Shares3.9K

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

9.39%

Shares34.8K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

7.42%

Shares8.2K

Event2026-06-30

Filed2026-07-14

SPDR SERIES TRUST

4.57%

Shares10.9K

Event2026-06-30

Filed2026-07-14

CALF

PACER FDS TR

-6.55%

Shares18.9K

Event2026-06-30

Filed2026-07-14

AVDE

AMERICAN CENTY ETF TR

3.66%

Shares10.7K

Event2026-06-30

Filed2026-07-14

KXI

ISHARES TR

-12.05%

Shares14.1K

Event2026-06-30

Filed2026-07-14

LVHD

LEGG MASON ETF INVT

0.61%

Shares21.5K

Event2026-06-30

Filed2026-07-14

PSX

PHILLIPS 66

2.29%

Shares5.5K

Event2026-06-30

Filed2026-07-14

PFE

PFIZER INC

57.69%

Shares38.8K

Event2026-06-30

Filed2026-07-14

RSPU

INVESCO EXCHANGE TRADED FD T

-4.40%

Shares11.5K

Event2026-06-30

Filed2026-07-14

XLSR

SSGA ACTIVE TR

155.72%

Shares14.4K

Event2026-06-30

Filed2026-07-14

FJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

9.05%

Shares7.2K

Event2026-06-30

Filed2026-07-14

OIH

VANECK ETF TRUST

6.76%

Shares2.5K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

-41.03%

Shares917

Event2026-06-30

Filed2026-07-14

SERVICENOW INC

New

Shares9.3K

Event2026-06-30

Filed2026-07-14

VOT

VANGUARD INDEX FDS

-29.02%

Shares3.0K

Event2026-06-30

Filed2026-07-14

VCLT

VANGUARD SCOTTSDALE FDS

26.83%

Shares12.2K

Event2026-06-30

Filed2026-07-14

AVEM

AMERICAN CENTY ETF TR

-1.15%

Shares9.5K

Event2026-06-30

Filed2026-07-14

NSC

NORFOLK SOUTHN CORP

2.18%

Shares2.9K

Event2026-06-30

Filed2026-07-14

WFC

WELLS FARGO & CO

0.18%

Shares11.0K

Event2026-06-30

Filed2026-07-14

DEERE & CO

15.42%

Shares1.4K

Event2026-06-30

Filed2026-07-14

ALTRIA GROUP INC

9.56%

Shares12.5K

Event2026-06-30

Filed2026-07-14

SCHO

SCHWAB STRATEGIC TR

147.93%

Shares37.0K

Event2026-06-30

Filed2026-07-14

MDY

STATE STR SPDR S&P MIDCAP 40

-27.90%

Shares1.3K

Event2026-06-30

Filed2026-07-14

IWD

ISHARES TR

-13.58%

Shares3.7K

Event2026-06-30

Filed2026-07-14

GPIQ

GOLDMAN SACHS ETF TR

-1.71%

Shares14.9K

Event2026-06-30

Filed2026-07-14

SBUX

STARBUCKS CORP

58.94%

Shares8.7K

Event2026-06-30

Filed2026-07-14

DOMINION ENERGY INC

13.34%

Shares12.9K

Event2026-06-30

Filed2026-07-14

RXI

ISHARES TR

5.34%

Shares4.6K

Event2026-06-30

Filed2026-07-14

PGR

PROGRESSIVE CORP

-42.88%

Shares4.0K

Event2026-06-30

Filed2026-07-14

TFSL

TFS FINL CORP

0.47%

Shares49.6K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

-26.43%

Shares2.5K

Event2026-06-30

Filed2026-07-14

HTUS

CAPITOL SER TR

-4.72%

Shares20.0K

Event2026-06-30

Filed2026-07-14

TDVG

T ROWE PRICE EXCHANGE-TRADED

21.13%

Shares17.9K

Event2026-06-30

Filed2026-07-14

HEFA

ISHARES TR

-5.23%

Shares18.4K

Event2026-06-30

Filed2026-07-14

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

SCHV

SCHWAB STRATEGIC TR

-4.88%

Shares24.6K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-63.23%

Shares2.5K

Event2026-06-30

Filed2026-07-14

CLSE

TRUST FOR PROFESSIONAL MANAG

22.07%

Shares24.9K

Event2026-06-30

Filed2026-07-14

SLV

ISHARES SILVER TR

5.58%

Shares15.8K

Event2026-06-30

Filed2026-07-14

FIW

FIRST TR EXCHANGE-TRADED FD

-19.46%

Shares7.7K

Event2026-06-30

Filed2026-07-14

CGXU

CAPITAL GROUP INTL FOCUS EQT

-82.81%

Shares24.4K

Event2026-06-30

Filed2026-07-14

SELECT SECTOR SPDR TR

-97.96%

Shares18.5K

Event2026-06-30

Filed2026-07-14

IDV

ISHARES TR

3.02%

Shares20.3K

Event2026-06-30

Filed2026-07-14

CGDG

CAPITAL GROUP DIVIDEND GROWE

1.61%

Shares22.4K

Event2026-06-30

Filed2026-07-14

MBB

ISHARES TR

26.53%

Shares8.9K

Event2026-06-30

Filed2026-07-14

TTE

TOTALENERGIES SE

23.97%

Shares10.7K

Event2026-06-30

Filed2026-07-14

DVY

ISHARES TR

-0.15%

Shares5.3K

Event2026-06-30

Filed2026-07-14

RWK

INVESCO EXCH TRADED FD TR II

0.19%

Shares5.7K

Event2026-06-30

Filed2026-07-14

MAR

MARRIOTT INTL INC NEW

-0.84%

Shares2.2K

Event2026-06-30

Filed2026-07-14

CGMU

CAPITAL GRP FIXED INCM ETF T

0.81%

Shares30.1K

Event2026-06-30

Filed2026-07-14

RPG

INVESCO EXCHANGE TRADED FD T

0.12%

Shares12.9K

Event2026-06-30

Filed2026-07-14

SPYV

SPDR SERIES TRUST

-6.31%

Shares13.6K

Event2026-06-30

Filed2026-07-14

MGK

VANGUARD WORLD FD

447.74%

Shares9.3K

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

15.06%

Shares14.4K

Event2026-06-30

Filed2026-07-14

BLACKROCK ETF TRUST II

New

Shares16.3K

Event2026-06-30

Filed2026-07-14

VDE

VANGUARD WORLD FD

-11.83%

Shares5.4K

Event2026-06-30

Filed2026-07-14

COIN

COINBASE GLOBAL INC

-29.31%

Shares5.6K

Event2026-06-30

Filed2026-07-14

FNDF

SCHWAB STRATEGIC TR

13.97%

Shares15.4K

Event2026-06-30

Filed2026-07-14

CGNG

CAPITAL GROUP NEW GEOGRAPHY

-1.34%

Shares21.4K

Event2026-06-30

Filed2026-07-14

ELV

ELEVANCE HEALTH INC FORMERLY

-1.68%

Shares2.0K

Event2026-06-30

Filed2026-07-14

SOXX

ISHARES TR

26.41%

Shares1.2K

Event2026-06-30

Filed2026-07-14

JPST

J P MORGAN EXCHANGE TRADED F

18.03%

Shares15.5K

Event2026-06-30

Filed2026-07-14

PEY

INVESCO EXCHANGE TRADED FD T

-20.69%

Shares33.8K

Event2026-06-30

Filed2026-07-14

SCZ

ISHARES TR

-4.66%

Shares9.5K

Event2026-06-30

Filed2026-07-14

PAVE

GLOBAL X FDS

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-14

MGC

VANGUARD WORLD FD

12.75%

Shares2.8K

Event2026-06-30

Filed2026-07-14

XLE

SELECT SECTOR SPDR TR

-20.89%

Shares14.7K

Event2026-06-30

Filed2026-07-14

BTI

BRITISH AMERN TOB PLC

-1.67%

Shares12.6K

Event2026-06-30

Filed2026-07-14

DINT

DAVIS FUNDAMENTAL ETF TR

-0.24%

Shares27.2K

Event2026-06-30

Filed2026-07-14

FORD MTR CO

-2.01%

Shares55.5K

Event2026-06-30

Filed2026-07-14

TIP

ISHARES TR

18.04%

Shares7.0K

Event2026-06-30

Filed2026-07-14

SCHB

SCHWAB STRATEGIC TR

-4.77%

Shares26.5K

Event2026-06-30

Filed2026-07-14

DGT

SPDR SERIES TRUST

New

Shares4.2K

Event2026-06-30

Filed2026-07-14

TLH

ISHARES TR

-6.46%

Shares7.6K

Event2026-06-30

Filed2026-07-14

BSTP

INNOVATOR ETFS TRUST

-0.54%

Shares19.5K

Event2026-06-30

Filed2026-07-14

PDI

PIMCO DYNAMIC INCOME FD

0.20%

Shares45.6K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP

2.55%

Shares1.5K

Event2026-06-30

Filed2026-07-14

WTV

WISDOMTREE TR

0.19%

Shares7.4K

Event2026-06-30

Filed2026-07-14

TMO

THERMO FISHER SCIENTIFIC INC

-40.14%

Shares1.5K

Event2026-06-30

Filed2026-07-14

VERIZON COMMUNICATIONS INC

10.16%

Shares17.8K

Event2026-06-30

Filed2026-07-14

MORGAN STANLEY

-5.95%

Shares3.6K

Event2026-06-30

Filed2026-07-14

CGSM

CAPITAL GRP FIXED INCM ETF T

0.26%

Shares28.5K

Event2026-06-30

Filed2026-07-14

SPIB

SPDR SERIES TRUST

2.08%

Shares22.5K

Event2026-06-30

Filed2026-07-14

FOPC

ADVISORS INNER CIRCLE FD II

0.12%

Shares29.6K

Event2026-06-30

Filed2026-07-14

BIL

SPDR SERIES TRUST

-0.25%

Shares8.1K

Event2026-06-30

Filed2026-07-14

FCBD

ADVISORS INNER CIRCLE FD II

-9.85%

Shares29.4K

Event2026-06-30

Filed2026-07-14

FUTY

FIDELITY COVINGTON TRUST

-0.32%

Shares12.7K

Event2026-06-30

Filed2026-07-14

TDG

TRANSDIGM GROUP INC

-47.92%

Shares551

Event2026-06-30

Filed2026-07-14

ROYAL CARIBBEAN GROUP

30.07%

Shares2.3K

Event2026-06-30

Filed2026-07-14

ORLY

OREILLY AUTOMOTIVE INC

-5.98%

Shares7.8K

Event2026-06-30

Filed2026-07-14

WBD

WARNER BROS DISCOVERY INC

-0.01%

Shares26.7K

Event2026-06-30

Filed2026-07-14

TEL

TE CONNECTIVITY PLC

-2.41%

Shares3.5K

Event2026-06-30

Filed2026-07-14

HEGD

LISTED FDS TR

-0.56%

Shares26.4K

Event2026-06-30

Filed2026-07-14

GLXY

GALAXY DIGITAL INC.

0.00%

Shares25.7K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

-5.31%

Shares2.6K

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

2.08%

Shares19.1K

Event2026-06-30

Filed2026-07-14

IDEF

BLACKROCK ETF TRUST

39.56%

Shares21.6K

Event2026-06-30

Filed2026-07-14

ACWX

ISHARES TR

-20.17%

Shares8.9K

Event2026-06-30

Filed2026-07-14

IWF

ISHARES TR

190.86%

Shares5.4K

Event2026-06-30

Filed2026-07-14

LHX

L3HARRIS TECHNOLOGIES INC

0.30%

Shares2.3K

Event2026-06-30

Filed2026-07-14

DBEF

DBX ETF TR

-32.93%

Shares12.3K

Event2026-06-30

Filed2026-07-14

PRF

INVESCO EXCHANGE TRADED FD T

80.92%

Shares12.4K

Event2026-06-30

Filed2026-07-14

IWB

ISHARES TR

6.30%

Shares1.6K

Event2026-06-30

Filed2026-07-14

AVUV

AMERICAN CENTY ETF TR

6.83%

Shares5.3K

Event2026-06-30

Filed2026-07-14

ILCG

ISHARES TR

2.22%

Shares5.6K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

-12.28%

Shares6.7K

Event2026-06-30

Filed2026-07-14

IYH

ISHARES TR

-93.41%

Shares9.6K

Event2026-06-30

Filed2026-07-14

VBK

VANGUARD INDEX FDS

-45.38%

Shares1.8K

Event2026-06-30

Filed2026-07-14

IYC

ISHARES TR

0.14%

Shares6.3K

Event2026-06-30

Filed2026-07-14

EEMV

ISHARES INC

-3.02%

Shares8.5K

Event2026-06-30

Filed2026-07-14

INTF

ISHARES TR

-2.22%

Shares15.6K

Event2026-06-30

Filed2026-07-14

IWN

ISHARES TR

-3.10%

Shares2.9K

Event2026-06-30

Filed2026-07-14

DIA

STATE STR SPDR DOW JONES IND

-7.37%

Shares1.2K

Event2026-06-30

Filed2026-07-14

UBER

UBER TECHNOLOGIES INC

-74.49%

Shares8.7K

Event2026-06-30

Filed2026-07-14

BOEING CO

-12.52%

Shares2.9K

Event2026-06-30

Filed2026-07-14

FGD

FIRST TR EXCHANGE-TRADED FD

163.19%

Shares19.5K

Event2026-06-30

Filed2026-07-14

EEM

ISHARES TR

-62.63%

Shares9.1K

Event2026-06-30

Filed2026-07-14

AIG

AMERICAN INTL GROUP INC

4.17%

Shares8.3K

Event2026-06-30

Filed2026-07-14

URI

UNITED RENTALS INC

18.28%

Shares550

Event2026-06-30

Filed2026-07-14

VOOV

VANGUARD ADMIRAL FDS INC

-3.91%

Shares2.8K

Event2026-06-30

Filed2026-07-14

FXU

FIRST TR EXCHANGE-TRADED FD

18.48%

Shares12.4K

Event2026-06-30

Filed2026-07-14

VPU

VANGUARD WORLD FD

15.45%

Shares3.1K

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES

-19.73%

Shares6.7K

Event2026-06-30

Filed2026-07-14

PURECYCLE TECHNOLOGIES INC

New

Shares75.0K

Event2026-06-30

Filed2026-07-14

KAR

OPENLANE INC

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-14

RSPN

INVESCO EXCHANGE TRADED FD T

-24.88%

Shares9.4K

Event2026-06-30

Filed2026-07-14

BANK OF NY MELLON CORP

7.28%

Shares4.1K

Event2026-06-30

Filed2026-07-14

MHD

BLACKROCK MUNIHOLDINGS FD IN

1.83%

Shares49.0K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

4.94%

Shares5.6K

Event2026-06-30

Filed2026-07-14

CGBL

CAPITAL GROUP CORE BALANCED

-88.27%

Shares15.2K

Event2026-06-30

Filed2026-07-14

DIVO

AMPLIFY ETF TR

3.39%

Shares12.4K

Event2026-06-30

Filed2026-07-14

ESGE

ISHARES INC

1.09%

Shares10.2K

Event2026-06-30

Filed2026-07-14

DAL

DELTA AIR LINES INC

-3.79%

Shares5.9K

Event2026-06-30

Filed2026-07-14

TCHP

T ROWE PRICE EXCHANGE-TRADED

-26.59%

Shares11.0K

Event2026-06-30

Filed2026-07-14

SPGP

INVESCO EXCHANGE TRADED FD T

-1.38%

Shares4.5K

Event2026-06-30

Filed2026-07-14

QTUM

ETF SER SOLUTIONS

New

Shares3.3K

Event2026-06-30

Filed2026-07-14

UITB

VICTORY PORTFOLIOS II

3.43%

Shares11.7K

Event2026-06-30

Filed2026-07-14

TFC

TRUIST FINL CORP

-7.81%

Shares10.9K

Event2026-06-30

Filed2026-07-14

DLS

WISDOMTREE TR

-11.54%

Shares6.4K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

-2.20%

Shares4.0K

Event2026-06-30

Filed2026-07-14

FXL

FIRST TR EXCHANGE-TRADED FD

-0.52%

Shares2.5K

Event2026-06-30

Filed2026-07-14

SPMO

INVESCO EXCH TRADED FD TR II

-11.64%

Shares3.3K

Event2026-06-30

Filed2026-07-14

XSMO

INVESCO EXCHANGE TRADED FD T

18.17%

Shares5.7K

Event2026-06-30

Filed2026-07-14

VFMV

VANGUARD WELLINGTON FD

19.25%

Shares3.8K

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

16.42%

Shares7.3K

Event2026-06-30

Filed2026-07-14

SPSM

SPDR SERIES TRUST

76.91%

Shares9.2K

Event2026-06-30

Filed2026-07-14

IWR

ISHARES TR

-2.87%

Shares4.7K

Event2026-06-30

Filed2026-07-14

PPL CORP

2.04%

Shares14.4K

Event2026-06-30

Filed2026-07-14

EALT

INNOVATOR ETFS TRUST

-10.57%

Shares14.5K

Event2026-06-30

Filed2026-07-14

SPACE EXPLORATION TECHN CORP

New

Shares3.1K

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

16.73%

Shares4.4K

Event2026-06-30

Filed2026-07-14

BLACKROCK ETF TRUST

New

Shares20.2K

Event2026-06-30

Filed2026-07-14

IYE

ISHARES TR

-24.50%

Shares9.1K

Event2026-06-30

Filed2026-07-14

CARR

CARRIER GLOBAL CORPORATION

7.07%

Shares7.0K

Event2026-06-30

Filed2026-07-14

IJT

ISHARES TR

-6.34%

Shares2.8K

Event2026-06-30

Filed2026-07-14

CRBG

COREBRIDGE FINL INC

0.00%

Shares17.7K

Event2026-06-30

Filed2026-07-14

SYK

STRYKER CORPORATION

5.20%

Shares1.6K

Event2026-06-30

Filed2026-07-14

DDWM

WISDOMTREE TR

-14.65%

Shares10.8K

Event2026-06-30

Filed2026-07-14

QBUF

INNOVATOR ETFS TRUST

7.21%

Shares16.2K

Event2026-06-30

Filed2026-07-14

ITW

ILLINOIS TOOL WKS INC

27.06%

Shares1.8K

Event2026-06-30

Filed2026-07-14

VANGUARD INTL EQUITY INDEX F

-11.65%

Shares3.2K

Event2026-06-30

Filed2026-07-14

DUK

DUKE ENERGY CORP NEW

2.60%

Shares3.9K

Event2026-06-30

Filed2026-07-14

BUFY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares20.9K

Event2026-06-30

Filed2026-07-14

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares5.4K

Event2026-06-30

Filed2026-07-14

MOTI

VANECK ETF TRUST

-2.44%

Shares14.6K

Event2026-06-30

Filed2026-07-14

CEG

CONSTELLATION ENERGY CORP

4.06%

Shares1.9K

Event2026-06-30

Filed2026-07-14

SMLF

ISHARES TR

-1.86%

Shares5.3K

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SCOTTSDALE FDS

-0.80%

Shares6.0K

Event2026-06-30

Filed2026-07-14

BOND

PIMCO ETF TR

1.08%

Shares5.1K

Event2026-06-30

Filed2026-07-14

TBLU

TORTOISE CAPITAL SERIES TRUS

0.98%

Shares9.1K

Event2026-06-30

Filed2026-07-14

BUFZ

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-14

BUFS

FIRST TR EXCHNG TRADED FD VI

-5.51%

Shares18.4K

Event2026-06-30

Filed2026-07-14

IJS

ISHARES TR

-18.11%

Shares3.4K

Event2026-06-30

Filed2026-07-14

PANW

PALO ALTO NETWORKS INC

0.98%

Shares1.3K

Event2026-06-30

Filed2026-07-14

FEX

FIRST TR EXCHANGE-TRADED ALP

-9.41%

Shares3.3K

Event2026-06-30

Filed2026-07-14

HSCZ

ISHARES TR

23.21%

Shares10.6K

Event2026-06-30

Filed2026-07-14

IGRO

ISHARES TR

0.90%

Shares5.2K

Event2026-06-30

Filed2026-07-14

FTHI

FIRST TR EXCHANGE TRADED FD

49.31%

Shares19.0K

Event2026-06-30

Filed2026-07-14

SHEL

SHELL PLC

-39.06%

Shares5.8K

Event2026-06-30

Filed2026-07-14

SPYG

SPDR SERIES TRUST

-31.75%

Shares3.8K

Event2026-06-30

Filed2026-07-14

LIN

LINDE PLC

-1.71%

Shares864

Event2026-06-30

Filed2026-07-14

SCMB

SCHWAB STRATEGIC TR

New

Shares17.4K

Event2026-06-30

Filed2026-07-14

AXSM

AXSOME THERAPEUTICS INC.

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

KMB

KIMBERLY-CLARK CORP

New

Shares4.1K

Event2026-06-30

Filed2026-07-14

XMVM

INVESCO EXCHANGE TRADED FD T

13.88%

Shares6.3K

Event2026-06-30

Filed2026-07-14

MPC

MARATHON PETE CORP

17.41%

Shares1.7K

Event2026-06-30

Filed2026-07-14

MET

METLIFE INC

-20.30%

Shares5.2K

Event2026-06-30

Filed2026-07-14

QYLD

GLOBAL X FDS

3.02%

Shares23.8K

Event2026-06-30

Filed2026-07-14

AGNC INVT CORP

6.29%

Shares39.5K

Event2026-06-30

Filed2026-07-14

FDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-14

DSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-14

NVO

NOVO-NORDISK A S

-11.53%

Shares8.8K

Event2026-06-30

Filed2026-07-14

IJJ

ISHARES TR

2.68%

Shares2.9K

Event2026-06-30

Filed2026-07-14

SHOP

SHOPIFY INC

27.10%

Shares3.7K

Event2026-06-30

Filed2026-07-14

VFMO

VANGUARD WELLINGTON FD

8.78%

Shares1.7K

Event2026-06-30

Filed2026-07-14

OKE

ONEOK INC NEW

-3.88%

Shares4.9K

Event2026-06-30

Filed2026-07-14

LDUR

PIMCO ETF TR

-7.41%

Shares4.4K

Event2026-06-30

Filed2026-07-14

TXN

TEXAS INSTRS INC

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-14

BUFD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-14

NLY

ANNALY CAPITAL MANAGEMENT IN

New

Shares18.6K

Event2026-06-30

Filed2026-07-14

HONEYWELL INTL INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-14

ACIO

ETF SER SOLUTIONS

4.00%

Shares9.0K

Event2026-06-30

Filed2026-07-14

SHLD

GLOBAL X FDS

37.43%

Shares6.9K

Event2026-06-30

Filed2026-07-14

HONEYWELL AEROSPACE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-14

FCNCA

FIRST CTZNS BANCSHARES INC D

0.00%

Shares198

Event2026-06-30

Filed2026-07-14

HCI

HCI GROUP INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-14

FEP

FIRST TR EXCH TRD ALPHDX FD

-3.47%

Shares7.2K

Event2026-06-30

Filed2026-07-14

HLT

HILTON WORLDWIDE HLDGS INC

2.65%

Shares1.2K

Event2026-06-30

Filed2026-07-14

IJK

ISHARES TR

14.14%

Shares3.5K

Event2026-06-30

Filed2026-07-14

LOW

LOWES COS INC

-0.32%

Shares1.8K

Event2026-06-30

Filed2026-07-14

FLXR

TCW ETF TRUST

New

Shares10.3K

Event2026-06-30

Filed2026-07-14

TCAF

T ROWE PRICE EXCHANGE-TRADED

New

Shares9.8K

Event2026-06-30

Filed2026-07-14

RYAAY

RYANAIR HOLDINGS PLC

11.93%

Shares6.2K

Event2026-06-30

Filed2026-07-14

VLO

VALERO ENERGY CORP

-0.71%

Shares1.5K

Event2026-06-30

Filed2026-07-14

ROST

ROSS STORES INC

-23.80%

Shares1.9K

Event2026-06-30

Filed2026-07-14

IGSB

ISHARES TR

19.46%

Shares7.6K

Event2026-06-30

Filed2026-07-14

XLP

SELECT SECTOR SPDR TR

-1.75%

Shares4.8K

Event2026-06-30

Filed2026-07-14

CRM

SALESFORCE INC

-23.64%

Shares2.5K

Event2026-06-30

Filed2026-07-14

INVESCO EXCH TRADED FD TR II

7.01%

Shares16.7K

Event2026-06-30

Filed2026-07-14

VCR

VANGUARD WORLD FD

0.10%

Shares983

Event2026-06-30

Filed2026-07-14

SCHW

SCHWAB CHARLES CORP

-12.84%

Shares4.2K

Event2026-06-30

Filed2026-07-14

MDLZ

MONDELEZ INTL INC

-16.47%

Shares6.6K

Event2026-06-30

Filed2026-07-14

MGM

MGM RESORTS INTERNATIONAL

0.94%

Shares8.0K

Event2026-06-30

Filed2026-07-14

EBAY

EBAY INC.

7.14%

Shares3.4K

Event2026-06-30

Filed2026-07-14

ESGD

ISHARES TR

6.65%

Shares3.7K

Event2026-06-30

Filed2026-07-14

VIS

VANGUARD WORLD FD

0.19%

Shares1.1K

Event2026-06-30

Filed2026-07-14

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available